See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,698 | $87,540-72.9% | $75,781-68.7% | $125,391-81.1% |
| Participation rate | 65.0% | 80.2%-15.2pp | 75.8%-10.8pp | 83.2%-18.2pp |
| Annual return | -0.82% | 13.48%-14.3pp | 9.68%-10.5pp | 282.22%-283.0pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,857 | $4,229-56.1% | $3,651-49.1% | $5,352-65.3% |
| Admin fee / account holder | $980 | $6,502-84.9% | $5,299-81.5% | $9,540-89.7% |